Organizing Important Documents for your Family

Estate planning documents are more effective if the executor and the decedent's family know how to access the documents and have all of the information they need to use them. This document provides a checklist for families to assist them in organizing important documents.

Organizing Important Documents For Your Family planning are only effective if know how to access all they need to use information should place easily accessible to and/or the executor of your estate. this information should be updated following in one place: 1. Security number. Copies of any beneficiary designation insurance policies or your forms if or the address of a beneficiary has changed. If this should be done as Contact information for your executor/executrix, attorney, or financial A list of any health and life insurance policies, with contact and A list of any sources of income, including salaries, pensions, Social Security, stock dividends, accounts, A list of your accounts at any bank as well as account information for any stocks, retirement mutual funds and any other accounts. Include the name of the financial institution safety deposit box any, and the account numbers and contact A list of any property you own, such as your home, a business, other real estate, etc. A list of your outstanding debt, including loans, credit cards and mortgages. Include the name institution or company and account numbers. Instructions directing where find important documents, as Stephanie L. Kimbro, Attorney at Law · P.O. Box 4484, Wilmington, NC 28406 · slk@kimbrolaw.com · (910) 619-5530 Featured in Lawyers USA and N.C. Lawyers Weekly KIMBRO LEGAL SERVICES kimbrolaw.corr : L. Kimbro, • P.O. Box 4484, NC 28406 • slk nkimbrolaw.com • Important Documents For Your Family Estate planning documents are only effective if your executor and your family know how to access the documents and have all of the information they need to use them. The following information should be stored in a place that is easily accessible to your family members and/or the executor of your estate. Let those individuals know where you are storing this information and your estate planning documents. Some of this information should be updated annually. Assemble the following information in one place: 1. Your Social Security number. 2. Copies of any beneficiary designation forms from insurance policies or investments. You should update your forms if your address or the address of a benefciary has changed. If you want to change the named beneficiary, this should be done as soon as you make this decision. 3. Contact information for your executor/executrix, attorney, accountant or other fnancial advisor, as applicable. 4. A list of any health and life insurance policies, with contact information and policy numbers for each. 5. A list of any sources of income, including salaries, pensions, Social Security, stock dividends, funds, annuities, trusts, interest from accounts, etc. 6. A list of your accounts at any bank as well as account information for any stocks, retirement accounts, mutual funds and any other accounts. Include the name of the financial institution or company, safety deposit box locations, if any, and the account numbers and contact information. 7. A list of any property you own, such as your home, a business, other real estate, etc. 8. A list of your outstanding debt, including loans, credit cards and mortgages. Include the name of the financial institution or company and account numbers. 9. Instructions directing where they can fnd important documents, including the following as applicable: Document hosted at http://www.jdsupra.com/post/documentViewer.aspx?fid=c4761f48-2d0c-40b0-93ff-d3794a9c6960and Testament of Attorney Boat Title Deposit Box PINs, Username for Key Papers Certificate (if recorded in your and Testament) in a bank safe extra work Instead, in a fireproof safe member where you are storing the safe and where the keys are Services you have any questions about estate estate me through my online law office com, Last Will and Testament Living Will Health Care Power of Attorney Deeds Mortgage Statements Tax Returns Bank Statements Credit Card Information Loan Contracts Investment Documents Insurance Policies Car and Boat Registration and Title Safe Deposit Box Key or Safe Combination Online Account PINs, Username and Passwords for Key Email Accounts Your Birth Certificate Naturalization Papers Your Marriage Certifcate Funeral Preferences (if not already recorded in your Last Will and Testament) I do not recommend storing your documents or information in a bank safe deposit box because this can cause extra work for your executor. Instead, store the documents in a freproof safe and let the executor or a trusted family member know where you are storing the safe and where the keys are located. My Services If you have any questions about estate planning or estate administration, please do not hesitate to contact me through my online law offce at www.kimbrolaw.com, by email at slk@kimbrolaw.com or by telephone: (910) 619-5530. -2-Document hosted at http://www.jdsupra.com/post/documentViewer.aspx?fid=c4761f48-2d0c-40b0-93ff-d3794a9c6960

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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